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Insurance lending: Seize the opportunity for your clients & your practice
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Insurance lending: Seize the opportunity for your clients & your practice

In this webinar replay, discover how insurance lending can take your client’s financial plan—and your practice—to the next level.

September 9, 2024

Join Ray Cheung, Senior Director, Growth Businesses Credit and insurance lending sales leadership at Equitable Bank as they provide an overview of insurance lending solutions, including insight into the types of clients they serve best.

In this webinar that aired live on Tuesday, October 1, 2024 at 1:00pm ET, get expert tips, practical examples, and a real-life corporate Immediate Financing Arrangement (IFA) use case, that comes with:

  • Access to up to 100% of the policy premium
  • No additional collateral requirements
  • Continued growth
  • Advisor–centric service

You’ll leave with a firm understanding of what type of borrower is suitable, underwriting considerations, and how to incorporate insurance lending solutions into your client’s portfolio—and your practice.

Featured speaker:
Ray Cheung, Senior Director, Credit, Growth Businesses, Personal Banking Lending, Equitable Bank

Need CE credits?

For those who missed the live webinar, the recording is available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from ICM, ICS, AAC and The Institute (credits pending approval). CE accreditation is powered by CE Corner.

If you attended the live webinar on Tuesday, October 1, 2024 at 1:00pm ET, you will receive an email notification from CE Corner when your CE certificate is ready.

If you have any questions, please contact support@cecorner.ca.

What is brand knowledge?

Through Brand Knowledge, Investment Executive would like to offer its readers the latest advice from businesses wishing to share their industry expertise. Content is produced by the Content Solutions team in collaboration with the company. Investment Executive journalists are not involved in writing these articles. For more information, contact AnnaChristina@Newcom.ca.

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